Thanks. What is the background of your team?
On Wed, Jun 17, 2009 at 11:36 PM, Carl Millender
<carl.millender@yahoo.com> wrote:
Hello Yinglan
You may not know it but you just said a mouthful. Their are two education plans at work in the business I have planned the first is an agent education plan where we will provide basic and advanced sales training as well as complete information on how our product operates. In addition to this we will also offer an elementary eduction on investment markets and Investment products that are currently on the market (i.e. 401k, 401a, 403b, IRAs, Roth IRAs, SEP IRAs, Keough plans etc.) all this is to be done via webinar series specifically for agents. Since their is no required licensing to become an agent for this particular kind of investment I feel education is key to an agent's development and success.
The second education plan is one disigned speciffically for clients. In this plan we provide a complete understanding of our investment product specifically detailing how profits are made. We will also offer simplfied understanding of investment markets (example of this below)
"Shoping in an investment market, without doing the research behind each company you are investing in, is much like shopping in supermarket full of unmarked brown boxs. You won't what you have or if you over or under paid for until you get home. You might walk away with a fine bottle of wine that will increase in value with each passing year or could end up with some stale bread that only going to get moldy."
The cleint education portion will also include a section on reactions to market movement and how they a designed to leave the majority of investors behind. Such as the phrase heard around most brokrage houses I have been to "Be greedy when others are fearful and fearful when others are greedy."
There a many more specifics that I could go into but I beleive this should provide you with a good understanding of what we offer.Carl S Millender II 28 Eastwick Dr. Williamsville NY 14221 E-mail: Carl.Millender@yahoo.com Phone: (716)688-2591 Thanks Carl, what kind of education do you specifically offer? Cheers, Yinglan On Wed, Jun 17, 2009 at 2:51 PM, Carl Millender <carl.millender@yahoo.com> wrote: Introduction
Since the beginning of investment markets in America the average man's concerns have been ignored. Lack of education on market movements and how to react to them have made the bulk of investors in these markets miss out on the full potential of what investing has to offer.
The fact is the majority of investors in Investment markets have absolutely no idea how they operate. As a result over the last century we have seen several industries attempting to capitalize from investor ignorance. These companies be they insurance companies, Banks, investment firms, Mutual Funds, ETFs, or UITs have all been playing into the same system of either offering secured investments with high fees and low returns or
unsecured investments with a potentially infinite risk for loss.
Investment Systems WNY Inc. has no intentions of following these models that have been bilking people dry for over a century now. We will offer a high yielding easily understood investment product that is secure at a low fee to all. Our researchers have located many heavily secured investments that are no currently available to the common investor due in large part to high initial cost. This company seeks to bring together funds
from several average income individuals to invest in these secure products.. Then by utilizing a simply reinvestment formula created by this company's founder we will be able to offer a return to our clients that is nearly twice what the investment actually pays.
|
As you requested of me on Facebook I have attached a PDF copy of my business plan to this e-mail.
Carl S Millender II
28 Eastwick Dr.
Williamsville NY 14221
E-mail: Carl.Millender@yahoo.com
Phone: (716)688-2591 | |
